The right team working for you.

Most planning requires the services of professionals from different disciplines, including law and finance. The difference between having the right team working collaboratively on your behalf versus a team that’s almost right, is like the difference between lightning and the lightning bug.

We are experts at assembling and working in collaborative team settings on behalf of our clients. And, we think you should always have the lightning.

Todd Rhine

The idea that true wealth cannot be defined by a financial statement came early in Todd Rhine’s career. Across two decades of solving complex planning and financial matters, Todd has shared this belief with his clients as he helps them reach their goals for their reasons.

Todd Rhine attended Davidson College and Georgia Institute of Technology, completing degrees in finance and management. He holds multiple professional designations and certifications and is also a Heritage Design Professional of The Heritage Institute.

Todd works in true collaborative settings with other professionals who share his client-first focus. He understands that true wealth means much more than having a strong financial statement. That is why he built a practice centered on helping others identify and achieve what truly matters most in their lives.

Todd’s interest in building a stronger community has kept him involved in multiple programs included Rotary, School Improvement Council and coaching youth sports for more than 3 decades.